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41 articles
Step 1: Create an Integration Record in Netsuite
Step 2: Set up a Role for ProcureDesk
Step 3: Create Access Token
Step 4: Add NetSuite Integration details
Step 5: Add a Folder for Invoices
How to enable the Duplicate Invoice setting in NetSuite?To avoid syncing duplicate invoices in NetSuite from ProcureDesk.
How to find the Chart of Accounts in NetSuite?
QuickBooks Online Integration Overview
How to sync up departments/Locations with QuickBooks Online
How to import Class from QuickBooks Online?This guide explains how to enable and import QuickBooks Online class codes into ProcureDesk for seamless integration.
How to sync Suppliers from QuickBooks Online?
How to connect to QuickBooks Online
How to find the Chart of Accounts (COA) in QuickBooks Online?
How to find the Chart of Accounts in QuickBooks Online?
How to enable Multicurrency Option in QuickBooks?
How to Review & Share a Supplier's screenshot from QuickBooks Online?
QuickBooks Enterprise
QuickBooks Enterprise configurations and Integration
How to send an Itemized PO Invoice to QuickBooks Enterprise?This guide provides instructions on how to sync PO Invoices as Items (not Categories) in QuickBooks Enterprise from ProcureDesk.
QuickBooks Enterprise - Integration Overview
How to Install QuickBooks Web Connector
How to find the name and path for your QuickBooks Enterprise File?
Setting up a "Generic" item in QuickBooks Enterprise
How to Retrieve Logs for the QuickBooks Enterprise Connector?
Xero
Integrate Xero with ProcureDesk
FAQ: How to Find and Share a Supplier URL from Xero?This guide will help you find a supplier URL in Xero and share it with us.
How to connect your Xero account with ProcureDesk?
Master Data sync overview with Xero
How to sync transactions with Xero
Supplier/Contact sync - ProcureDesk & Xero
How to sync tracking categories/locations
How to find the Chart of Accounts in Xero?
How to Integrate Avalara with ProcureDesk?
Setting Up Default Values in Avalara via ProcureDesk
Setting Up Tax Codes in ProcureDesk for Avalara Integration
How to Use Avalara for Tax Calculation in ProcureDesk
How to Troubleshoot Avalara Integration Issues in ProcureDesk?
Overview of the Avalara Document Lifecycle in ProcureDesk